Plan Ledger DOL Form 5500 · updated monthly

The Expert Institutebenefits

The Expert Institute Health and Benefits Welfare Plan · NEW YORK CITY, NY · plan year 2025

Broker compensation reported · 2025
$3,822

The Expert Institute's benefits plans covered 168 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $3,822 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $23 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay fell 95% from $72,161 in 2024.

Insurance contracts · 20253
PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY · dental visionpremiums n/a · 131 covered
FIRST UNUM LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 168 covered
Brokers & agents paid · 20253
PROFESSIONAL GROUP PLANS, INC.$1,538 · incl $1,538 fees
BENNIE INSURANCE, LLC$2,248 · incl $427 fees
MARSH AND MCLENNAN AGENCY$36 · incl $14 fees
Also brokered by Professional Group Plans, Inc.5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 273779761 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.